Invite staff and set roles
Bring your team in with exactly the access each person needs.
Invite staff and managers by email from the Team screen. Each invitee activates with a code, sets a password, and lands on a queue scoped to their role.
The three roles
- Partner — full visibility and control, performs reviews and approvals, manages billing.
- Manager — manages a subset of clients and the staff on them, within scope.
- Staff — sees only their own assigned tasks and those clients; never firm-wide data.
Assign each client a default responsible person so generated tasks land with the right staff automatically.
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